A complete list of active advisors currently associated with GEN Financial Management Inc.

Warmer can help you find a great advisor at GEN Financial Management Inc. or one who fits your needs even better.

GEN Financial Management serves executives, business owners, families and individual investors, and accepts retirement-plan clients, generally working with accounts at or above its stated $500,000 minimum (negotiable). The firm offers comprehensive financial planning, asset allocation, estate planning, retirement planning and investment management, and manages both discretionary and non-discretionary client assets totaling roughly $332 million. The firm manages client portfolios primarily through model portfolios with flexibility for client personalization, overseen by an internal Investment Committee that meets weekly to adjust allocations, select or replace managers, and address trading matters. Its approach emphasizes long-term holding, periodic rebalancing, limited individual stock picking, tax-aware implementation (including loss harvesting), and use of independent managers or index funds when manager criteria are not met. Noteworthy features for a firm of this size include routine, formal client communications — quarterly performance reports and an annual Summary describing material changes to the Form ADV Part 2A, with the full brochure available on request — a level of periodic client-directed written communication (e.g., newsletters/periodicals) that is relatively uncommon among peers. The firm is led by a small, credentialed advisory team (multiple CFPs and additional investment/faith-based designations) and has recently formalized an ownership change to include its chief investment officer, reflecting active governance and succession steps that may be atypical for similar supported firms.

To learn more about the advisors currently working at GEN Financial Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.